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Dynamics 365 Community / Forums / Business Central forum / Defaulting a Dimension...
Business Central forum

Defaulting a Dimension codes on transaction

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Posted on by Ola Darwish 919

Hi

IS there a way to default the dimensions on the transaction in D365 Financials ?

For example.  I have only one dimension code  named Pharmacy

Under pharmacy there are values  representing the pharmacies (example, 01, 02, 03 , etc )

When I Enter a transaction, and click on Dimensions. I want the system to automatically default the dimension Pharmacy, then I will select the value or leave the value blank.  so saving the time on selecting the dimension every time since its only one

Thanks

Ola

Categories:
Financial Management
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 307,410 Super User 2026 Season 2 on at

    Hi Ola,

    What exact feature are you using? Sales, Field services, PSA, Operations? Please elaborate as you used the tag 'Other' which does not clarify what you are doing. 'Pharmacy' isn't familiar to me.

  • Ola Darwish Profile Picture
    Ola Darwish 919 on at

    Hi Andre,

    I couldn't find financials as an option, but its in D365 Financials

    Thanks

    Ola

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 307,410 Super User 2026 Season 2 on at

    Thanks for the clarification. Then you are in the wrong forum. This is the D365 Enterprise forum. I will move it to the D365 Business forum for you.

  • Ola Darwish Profile Picture
    Ola Darwish 919 on at

    Oh, ok Thanks

  • Verified answer
    Tammy Torgerson Profile Picture
    Tammy Torgerson Microsoft Employee on at

    Hi Ola,

    Thank you for the question.

    It depends upon the type of transaction that you are entering--and the Account Types which are used. You are able to have a dimension code default for various Account Types by associating that dimension code with the appropriate record.

    If the Account Type is G/L Account, then associate the Dimension Code with the desired accounts. You can do this from the Chart of Accounts. First choose the Navigate tab on the ribbon, then drop-down Dimensions. You can choose from Dimensions-Single or Dimensions-Multiple.

    If the Account Type is Customer, Vendor, or Item. You will need to open the respective record. Click on the Navigate tab on the ribbon, and choose Dimensions to select the default Dimension Code for the selected record.

    Once the default Dimension Code is associated with one of these records, and that record is used in a given transaction, then you will also see the Dimension Code defaulting into the transaction.

  • Ola Darwish Profile Picture
    Ola Darwish 919 on at

    Hi Tammy,

    Thank you for your reply

    In this case, its Customers and Vendors.  The user wants the dimension code to default, but not the dimension value. He wants to select the value when he enters the sales invoice or the Purchase invoice

    I tried to select the dimension Code and leave the value blank for a vendor , then create a purchase invoice for that vendor, but the dimension code didn't default.

    it defaults only if I assign to the vendor a dimension code and a dimension value on the card.  is that the only way to make it default?  There has to be a dimension value assigned.

    Thanks

    Ola

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